Settings and activity
33 results found
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303 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Nicholas Barbouttis
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28 votesNicholas Barbouttis
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26 votesNicholas Barbouttis
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27 votesNicholas Barbouttis
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7 votesNicholas Barbouttis
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20 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Nicholas Barbouttis
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4 votesNicholas Barbouttis
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5 votesNicholas Barbouttis
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56 votesNicholas Barbouttis
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19 votesNicholas Barbouttis
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25 votesNicholas Barbouttis
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3 votesNicholas Barbouttis
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236 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Nicholas Barbouttis
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70 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Nicholas Barbouttis
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18 votes
An error occurred while saving the comment Nicholas Barbouttis
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16 votesNicholas Barbouttis
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An error occurred while saving the comment Nicholas Barbouttis
commented
Agree with the other comments. This is particularly painful with archived clients. You have to first restore them, then as others have suggested, you have to then update the tax access and then archive the client again.
More importantly, if a staff member has tax access restrictions placed on them, they shouldn't be able to see the list of tax return in the tax module. Currently, they are still able to see the list.
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22 votesNicholas Barbouttis
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An error occurred while saving the comment Nicholas Barbouttis
commented
This is critical for our practice as well. Have considered looking at alternative solutions. Have communicated this with Xero as well.
We would also like to be able to group the jobs for each client in the invoice so that they are sorted as follows:
Client 1
- job 1
- job 2
Client 2
- job 3
- job 4We are also looking to have the client name appear on the invoice somehow. Currently it will output the billing client name only.
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29 votesNicholas Barbouttis
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20 votesNicholas Barbouttis
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391 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Nicholas Barbouttis
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I also have individual clients with the same name (yes even middle name). This should be based on client number.